Oracle Earnings Reflect Cloud Strength Oracle's revenue and net income drooped, but the numbers for its cloud services are stunning, and multicloud integration with Google impressed investors By: Mary Jander June 13, 2024 Read More »
F5 Survey Reveals Obstacles to AI Deployment A majority of enterprises plan to use AI and many are trialing it; but few have had success due to data quality and security issues By: Mary Jander June 12, 2024 Read More »
Here's How Fortinet Could Benefit from Buying Lacework Fortinet will acquire Lacework, and it's up to the the firewall-turned-SASE vendor to make the most of Lacework's AI-powered CNAPP By: Mary Jander June 11, 2024 Read More »
Arista Unveils AI Agent for NVIDIA SmartNICs Arista CEO Jayshree Ullal says a software SmartNIC update will solve "acute" interoperability challenges By: Mary Jander May 31, 2024 Read More »
Survey: Telcos Think Big About AI A new survey from Ciena says telcos worldwide are eager to implement AI in their networks. But can they afford it? By: Mary Jander May 29, 2024 Read More »
Can NVIDIA Keep Up with Itself? NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing By: Mary Jander May 23, 2024 Read More »
Palo Alto Shares Fall On Weak Guidance Palo Alto's platformization strategy might be a long slog, based on current guidance By: R. Scott Raynovich May 21, 2024 Read More »
Cisco Earnings a Mixed Bag Cisco revenues were down, but the company has high hopes for Splunk and AI By: R. Scott Raynovich May 16, 2024 Read More »
Exabeam to Merge with LogRhythm Exabeam and LogRhythm have merged to create a security information and event management (SIEM) system aimed at “AI-driven security operations.” By: Mary Jander May 15, 2024 Read More »
Alkira Scores $100 Million Series C Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads By: Mary Jander May 15, 2024 Read More »
